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In this role, you will:
Develop, retain, and grow complex client relationships by understanding the needs and priorities of clients and financial decision makers
Drive revenue generation across Wells Fargo’s platform by proactively identifying new credit and non-credit opportunities for new and existing clients
Handle all aspects of originating, structuring, and executing bank lending and other credit related products
Coordinate transactions with our credit, treasury management, foreign exchange, investment banking, capital markets, and asset-based lending groups
Perform financial analysis and underwriting in the areas of credit, cash flow and collateral
Identify and qualify top prospects in the market and then introduce them to our firm and our unique capabilities
Partner with existing clients to ensure we are helping them meet their current and future needs
Develop trusted relationships at the operational, c-suite, and board of director levels
Stay informed of industry trends, market news, and emerging technology
Represent our team in the market by hosting unique events, networking with influencers, and attending conferences
Drive relationship planning activities to deliver the full suite of bank solutions
Maintain sales and pipeline disciplines by keeping information current in relevant systems
Required Qualifications:
7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Fundamental knowledge of the technology ecosystem
Extensive relationships with technology companies, venture capital firms, non-bank lenders, and service providers
Comprehensive knowledge and understanding of core banking products and services,suchascommercial lendingand treasury management
Completion of formal credit training program
Commercial banking account relationship management experience within theMiddle Marketsegment
Demonstrated experience working collaboratively to deliver the organization to clients and prospects
Demonstrated experience generating new client relationships,buildingandretaininglong-term client relationships
Experience developing andmaintainingexternal and internal partnerships
Experience identifyingand mitigatingrisk, ensuring compliance with processes andprocedures
Excellent verbal, written, and interpersonal communication skills
Job expectations:
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Specific compliance policies may applyregardingoutside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Ability to travel up to 20%of the time
Location:
500 West 33rd Street- New York, New York 10001
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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